Managing your budget is an important part of managing your finances. If you're looking for an easy way to track your finances, here's a list of free budget templates for Microsoft Excel that you can use to manage your personal, household, business, and event budgets. Here are the top 9 free Excel templates to help you manage your budget.
1. Income and Expense Tracking Worksheet
Income and Expense Tracking Worksheet "Income and Expense Tracking WorksheetThis is a simple Excel budget template that allows you to easily track the money coming in and out of your pocket. You can add a beginning balance for each account type at the beginning of each month or track expenses for more than one month.
With this Excel budget template, you can get an overview of your cash, checking account, and credit card balances after each recorded transaction. You can break each transaction down by account, spending category, and amount. You're not limited to these account or category types either; you can add your own via the worksheet settings sheet.
2. Monthly Family Budget Worksheet
If you're in charge of your household finances, it's important to have a tool to track how much you spend on groceries, rent, car/home maintenance, and extra expenses each month.
using Monthly Family Budget Worksheet "Monthly Household Budget WorksheetWith this, you can add specific household expenses in addition to your total household income. You can use the predefined categories or edit the worksheet to suit your individual needs. This allows you to break down each spending category into sub-expenses. "Budget" و "actual" See if you have managed to save anything at the end of the month.
3. Basic Personal Budget Template
Provides Basic Personal Budget Template "Basic Personal BudgetFrom Microsoft, it's a simple way to track your expenses on an annual basis. It consists of two sheets: one for setting up your budget and viewing your current income, and one for adding expenses.
This form includes a section: “Cash/Extra Shortcut” Which shows whether you've been able to save money each month based on the expenses you add.
4. Business Budget Template
Business Budget Template "Business Budget TemplateThis is a free template from Microsoft aimed at business owners. It features separate sheets where you can add different streams of business income, employee expenses, and operating expenses, as well as a sheet that displays a summary of the three aforementioned.
Of course, the template is editable, so you don't need to stick to presets. For example, you can rename its sheets to reflect your specific business model. The tool features a detailed and overview of your business's revenue and expenses, which can help you allocate your business budget.
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5. My College Budget Form
If you are a student, it may be an option. My College Budget It's exactly what you need. It's a monthly template with dedicated sheets for tracking income and budgeting, as well as monthly and quarterly expenses. The template utilizes colorful visuals to allow you to see how much of your monthly budget has been spent at a given time, easily knowing how much you have left to spend for the rest of the month.
You can add your loans, financial aid, and other sources of income that may be available to the worksheet. Expense sheets are designed to allow you to track expenses such as food, utilities, tuition payments, books, and more.
6. Holiday Budget Planner
Are you going on a trip soon? Budgeting your expected expenses should be on your pre-trip list. It's also something you can do while you're away so you don't overspend and save some money for souvenirs.
The brain is characterized byHoliday budget "Vacation Budget PlannerIt has predefined fields for trip expenses for each category, such as transportation, food, activities, etc. It also includes sections for pre-trip expenses, such as airfare, hotels, and more. If you're traveling on a budget, this template will help you control your spending.
7. Savings Estimator
This form will help you. "Savings Estimator" Set a savings goal with a start and end date for a specific purpose. It could be an upcoming trip, a major purchase, a life event, or something else you want to save money for.
The workbook allows you to set daily, biweekly, and monthly savings amounts to reach your savings goal by the date you specify. Once you add this data, you'll be able to see how long it will take to reach your goal.
Good to know: Want to keep your budget templates private? Learn how to password-protect an Excel workbook.
8. Weekly Budget Worksheet
If you want to track your weekly and bi-weekly expenses instead of your monthly or yearly expenses, Weekly Budget WorksheetThis is a good choice. Its custom sheets feature specific expense categories, such as: "Transportation" Or "health" , which can of course be modified according to your needs.
You can add a budget for each spending subcategory, in addition to your actual expenses. The third column will reveal whether you met or exceeded your budget. As you add data, the tool will also generate information. Expected final balance.
9. Party Budget Worksheet
Are you planning a party or hosting other special events in the future and want to stay on budget? Then, you could be Party Budget Worksheet This is an essential tool for running a great event. It has fields where you can set your total budget and add the amounts you spent on services, such as catering, tables and chairs, audio equipment, and more.
After you've added all the data, the worksheet will show you how much of your budget was spent. You'll also get a graph that provides a visual overview of where you spent the most money.
Frequently Asked Questions:
Q1: Do I need a Microsoft 365 subscription to use these templates?
No. You can use all the templates we recommend in the free web version of Microsoft Excel. However, you will need Create a Microsoft account to access it.
Q2: Do these budget templates work with Google Sheets and other Microsoft Excel alternatives?
The first two templates on this list work with Google Sheets, as the creators have created specific versions optimized for Google Sheets. However, if you want to use templates created by Microsoft in applications like Google Sheets and others, there may be some formatting issues. If you prefer Google's alternative to Excel, here are some examples. Some of the most useful formulas you can use with Google Sheets.
Q3: Will these templates work on the mobile version of Microsoft Excel?
Yes. If you have the Microsoft Office application for your operating system. iOS Or iPadOS Or AndroidOptimized budget templates for Excel will work perfectly. However, you may have trouble viewing and editing the template if your phone screen is small. It's best to use larger phones and tablets for convenience.
